See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,353 | $91,538-53.7% | $129,995-67.4% | $75,163-43.7% |
| Participation rate | 67.8% | 71.4%-3.7pp | 78.5%-10.7pp | 67.2%+0.6pp |
| Annual return | 17.54% | -631.11%+648.7pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,899 | $2,845+1.9% | $4,320-32.9% | $2,670+8.6% |
| Participant deferral / active EE | $5,307 | $4,341+22.3% | $5,820-8.8% | $4,125+28.7% |
| Admin fee / account holder | $5,809 | $6,790-14.5% | $10,614-45.3% | $5,651+2.8% |